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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

304 hedge funds and large institutions have $2.79B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 116 reducing their positions, and 27 closing their positions.

Holders
304
Holders Change
+13
Holders Change %
+4.47%
% of All Funds
4.81%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.36%
New
41
Increased
112
Reduced
116
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.39B
2
SFA
2
Sequoia Financial Advisors
Ohio
$22.1M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$19.9M
4
TWM
4
TMD Wealth Management
Arizona
$14.7M
5
William Blair & Company
5
William Blair & Company
Illinois
$14.7M

Top Sellers

1
CP
1
Corbenic Partners
Pennsylvania
$51M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$92.7M
3
PP
3
Palladium Partners
Virginia
$22.7M
4
B
4
Bailard
California
$7.84M
5
HWM
5
HB Wealth Management
Georgia
$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
51
Americana Partners
Texas
$7.4M -$6.67M -131,651 -47%
JWBC
52
John W. Brooker & Co
California
$7.29M -$806K -15,912 -10%
Osaic Holdings
53
Osaic Holdings
Arizona
$7.09M +$1.87M +46,540 +36%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$6.93M +$5.21M +102,892 +303%
AC
55
Abbrea Capital
California
$6.74M -$235K -4,650 -3%
BCI
56
Brinker Capital Investments
Pennsylvania
$6.71M -$835K -16,482 -11%
CI
57
CX Institutional
Indiana
$6.69M -$49.3K -974 -0.7%
BL
58
BFSG LLC
California
$6.6M +$384K +7,590 +6%
GCM
59
G2 Capital Management
Ohio
$6.48M +$1.69M +33,348 +35%
3LCM
60
3D/L Capital Management
Connecticut
$6.35M -$320K -6,328 -5%
BA
61
Bristlecone Advisors
Washington
$6.06M +$1.53M +30,165 +34%
CFA
62
Capstone Financial Advisors
Illinois
$6.04M -$1.51M -29,891 -20%
BIAS
63
Beacon Investment Advisory Services
New Jersey
$5.94M +$2.36M +46,601 +66%
LWMG
64
Levy Wealth Management Group
Pennsylvania
$5.87M -$59.1K -1,167 -1%
BWM
65
BCGM Wealth Management
Indiana
$5.69M -$170K -3,373 -3%
KWM
66
Kingsview Wealth Management
Oregon
$5.56M +$15.6K +309 +0.3%
FAG
67
Financial Advisory Group
Texas
$5.52M -$339K -6,698 -6%
PCM
68
Pennsylvania Capital Management
Pennsylvania
$5.47M +$3.97M +78,466 +266%
Truist Financial
69
Truist Financial
North Carolina
$5.43M +$4.72M +93,182 +660%
FPOC
70
Financial Planners of Cleveland
Ohio
$5.32M +$5.04M +99,423 +1,742%
SCA
71
Snowden Capital Advisors
New York
$5.32M +$318K +6,288 +6%
HIM
72
Harbour Investment Management
Washington
$5.11M -$461K -9,100 -8%
PI
73
PFS Investments
Georgia
$5.05M +$1.23M +24,291 +32%
IWC
74
Integrated Wealth Concepts
Massachusetts
$5.03M +$1.53M +30,129 +44%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$4.98M +$776K +15,334 +18%
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3
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